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Marketing template
Enrich form submissions, score fit with AI and sync leads to the CRM with an alert for strong matches.
The problem
Leads from campaigns sit in form exports until someone uploads them. Fit is judged inconsistently, so sales hears about promising leads late.
Workflow
This is the complete workflow. Select a step to inspect it, run it with sample data, or simulate a failure to see recovery.
Trigger: Form · Submission received
Select a step to inspect it, or press Run Workflow to start a simulated execution.
No execution yet. Steps will appear here as they run.
Select any step on the canvas to see its configuration and simulated output.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Steps
A form submission starts the workflow.
Contact and company details are enriched.
An AI step categorises fit and intent.
The lead is created or updated in the CRM.
The owner is alerted.
Required integrations
Integrations are planned. Templates run against sample data in the demo.
Configuration
Form source
Which forms feed the workflow
Fit criteria
What counts as a high-fit lead
CRM mapping
Fields written to the lead
Expected output
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Create a workspace with this workflow already loaded.